chemicals
Commented by Nico Popp on September 3rd, 2025 | 07:15 CEST
Investing in hydrogen with management on board: Air Liquide, Pure Hydrogen, Air Products & Chemicals
When management representatives hold large amounts of their own company's shares or when their compensation is linked to the performance of the share price, this is generally good news for all investors. A management team with "skin in the game" typically takes a more long-term view and aligns more closely with shareholder interests. We present three hydrogen stocks in which management holds shares – some more, some less. Where are the biggest opportunities, and which stocks come with hidden risks? Read on to find out!
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Commented by Nico Popp on August 7th, 2025 | 07:25 CEST
Hydrogen turnaround? Bad news from Africa: First Hydrogen, thyssenkrupp nucera, BASF
According to a report in Der Spiegel, producing green hydrogen in Africa for export to Europe could be more expensive than previously thought. This is indicated by research conducted by scientists from the Technical University of Munich, Oxford, and ETH Zurich. According to the study, only 2% of around 10,000 sites examined across 31 African countries could produce at competitive costs by 2030. The reason lies in financing. Depending on the country in Africa, financing costs range between 8% and 27%, which is too high to remain competitive. Instead of the planned price guarantees of EUR 3 per kg of hydrogen, the EU would have to guarantee EUR 5 to ensure a reliable flow of hydrogen from Africa to Europe. What does this mean now for the European hydrogen economy?
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Commented by Nico Popp on July 31st, 2025 | 07:00 CEST
Who benefits from the customs agreement? Volkswagen, BASF, and Globex Mining
Is the customs agreement between the US and the EU a warning shot, as German Economics Minister Katherina Reiche says, or will the tariffs strike German industry at its core? The public debate about the customs deal, which includes 15% tariffs on EU goods, is in full swing. We examine the risks using the example of industrial giants Volkswagen and BASF and show that the agreement also has clear winners – Globex Mining's business model is ideally suited to the uncertain situation and could soon bring investors substantial returns.
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Commented by Armin Schulz on July 30th, 2025 | 07:10 CEST
Made in the USA: Bayer caught in a customs trap? What about Argo Graphene Solutions and BASF?
The new US-EU trade pact is creating deep rifts. While many European exports are groaning under the 15% tariffs, exceptions and location strategies are deciding who the winners and losers will be. Bayer and BASF are facing rising costs, but their innovative strength offers the key to limiting the damage. Argo Graphene Solutions, on the other hand, is strategically well-protected thanks to its US subsidiary and can take a relaxed approach to the customs issue. Those who identify the right levers now will turn trade risks into returns. Three companies, three ways through the tariff jungle. We take a look at how each is dealing with the new landscape.
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Commented by Nico Popp on July 22nd, 2025 | 07:05 CEST
Top CEO warns of global economic crisis – Secure your portfolio now: Nel, Evonik, Dryden Gold
These are words that raise concern: Evonik CEO Christian Kullmann believes that the global economy is on the brink of an economic crisis due to constant tariff threats. The CEO is calling for greater economic freedom for companies in Germany, as investment is urgently needed after years of stagnation. Although Kullmann ends the interview on a hopeful note, the situation remains uncertain. We explain how investors can navigate this uncertainty and present stocks with promising prospects.
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Commented by Nico Popp on July 17th, 2025 | 07:25 CEST
Investing in graphene – Research unlocks opportunities: Argo Graphene Solutions, BASF, Samsung
Innovation often needs a catalyst - an event that accelerates the adoption of new technologies and pushes companies to explore new directions. The past few years have been full of such catalysts: climate change has driven efforts to reduce CO2 emissions, and the US government's rumbling attacks on Ukrainian President Volodymyr Zelenskyy have prompted a global rethink of defense spending. Graphene, a material of the future, is at the center of many of these developments – reason enough to explore potential investment options.
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Commented by Juliane Zielonka on January 16th, 2025 | 07:10 CET
BASF, Globex Mining, BP – Industrial giants in transition: Billion-dollar lawsuits, the lithium boom, and the turbulence of the energy transition
The global raw materials and energy industry is undergoing a profound transformation: established oil companies like BP are struggling with profit warnings and feeling the pain of the transformation that the energy transition and changing demand are forcing upon them. The goal is to include more renewable energy sources in the portfolio. The existing shareholders are not particularly enthusiastic about this. Meanwhile, the increasing demand for electric mobility is opening up new opportunities in the raw materials sector – the Canadian company Globex Mining is scoring points here with a clever business model and promising lithium discoveries. Investors benefit from the mining company's numerous properties and extensive raw materials portfolio. In contrast, BASF has filed a lawsuit against competitors in the amount of EUR 1.4 billion at the Munich District Court. Four companies are said to have made unfair price agreements; BASF wants fair competition. Read more about the strategies of the three global players.
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Commented by Juliane Zielonka on November 22nd, 2024 | 07:00 CET
BASF, F3 Uranium, Amazon - From geothermal energy to uranium: Three companies shaping the future of energy
The global energy transition is taking concrete shape: chemical giant BASF and Australian geothermal specialist Vulcan Energy are forging a groundbreaking alliance for green heat and lithium production in Ludwigshafen. The momentum in the energy sector is further strengthened by the nuclear power renaissance. F3 Uranium is positioning itself with high-grade uranium discoveries in Canada's Athabasca Basin to capitalize on the upcoming demand boom. The expected doubling of uranium demand by 2030 and the planned strategic uranium reserve in the US from 2025 promise strong growth for the sector. Meanwhile, tech giant Amazon is securing its future power supply in the European market by investing billions in Greek wind farms. These developments highlight how large corporations are driving the transformation of energy supply systems.
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Commented by André Will-Laudien on November 11th, 2024 | 07:00 CET
Traffic light madness! The turnaround at BASF, Altech Advanced Materials, Nordex and Siemens Energy
The traffic light coalition departs – and the economy breathes a sigh of relief. Key future topics such as the energy transition, e-mobility and the energy storage market now have good prospects. With a redefinition of industrial policy in Germany, confidence is returning to small and medium-sized companies. With a constant stream of new regulations, high energy costs and excessive bureaucracy, the failed coalition had many things in mind – but not the economic well-being of Germany. A murmur is going through the fragile industrial complexes with the announced new election. We expect a surge of innovative ideas, especially in the areas of energy security and mobility. Check your portfolio!
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Commented by Armin Schulz on November 7th, 2024 | 07:30 CET
BASF, F3 Uranium, Super Micro Computer – Affordable energy is the key to corporate success
The huge appetite for energy at BASF, particularly for chemical production, must be met, as must the rapidly increasing demand for electricity from data centers using artificial intelligence. Renewable energies cannot yet fully meet this demand, as demand in the field of AI is likely to increase significantly in the coming years. Nuclear energy is an attractive option here, as it provides stable, large quantities of CO2-free energy and could thus efficiently serve both BASF and the increasing demands of AI data centers.
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